Acencia Share Discussion Threads

[makinbuks] 12/4/2017 15:48

Recovery of GBP is a threat but even if rates rise surely you would expect the UK to lag the US so its not very likely to any large extent

[makinbuks] 12/4/2017 15:45

Elliott proposals firmly rejected by BHP

[tiltonboy] 10/4/2017 10:06

Biggest danger IMHO is a recovery in Sterling. Only just over 8 months to to go.

[holts] 10/4/2017 10:00

I picked some up at 1.04 some time ago , patience needed though .

[tiltonboy] 10/4/2017 09:29

HOLTS,

It's already well known...or it should be. I started buying them back about a year ago.

I didnt think I would get a second bite of the cherry.

[holts] 10/4/2017 09:22

I thought there might be some activity today

[holts] 10/4/2017 09:19

seems excessive !

[tiltonboy] 10/4/2017 07:59

It was 1 share last time.

[holts] 10/4/2017 07:40

Very low threshold for winding up .

[tiltonboy] 17/3/2017 17:06

NAV up another 1% in February. Be nice if that could continue for the next 10 months!

[tiltonboy] 24/2/2017 11:14

Nice to see a more timely NAV announcement, and even better to see it up at $1.6509.

[makinbuks] 09/2/2017 15:05

So it is! Apologies. I monitor Investigate for announcements and it doesn't appear there. Anyway a very nice rise as you say, I look forward to some commentary in the factsheet in due course

[tiltonboy] 09/2/2017 13:23

It's on the very website you are posting on!

[makinbuks] 09/2/2017 12:53

Where do you see that? No RNS or update on the website???

[tiltonboy] 08/2/2017 15:52

Pleasing little uplift in NAV in December.

[makinbuks] 06/2/2017 17:32

They seem very slow with their monthly fact sheets. Nothing for December yet and its nearly a week into Feb

[tiltonboy] 14/10/2016 09:18

erstwhile,

Your seal of approval is always welcome. Having made superb returns, and taken cash last time round, I have been picking them up again over the last few months, and have built up a nice little holding for clients around the $1.32 level. The weakness of sterling translates that into an impressive short term return, which will hopefully be added to by accretive NAV announcements. With less than 15 months to go, I'm a happy holder.

[deadly] 22/9/2016 10:53

19 May '16 - 18:08 - 651 of 655
".......Wish I could control the currency, but I will take that chance."

You can control the currency if you buy on loan like I do (very cheap through Interactive Brokers) or hedge of course. The loan cost is dwarfed by the dividend payments.

[tiltonboy] 22/9/2016 08:24

SKYSHIP,

ACD have been buying their own shares, and more aggressively in the last few days. I've picked up a decent chunk as well. Only 15 months left...again!

[skyship] 25/7/2016 16:49

Thnx to Praipus from his WAM thread:

Weiss increasing ACD having looked like they had got out in Feb 2015. Now holding 5.02%:

[badtime] 28/6/2016 21:50

140/134...is that really the spread

[boadicea] 27/5/2016 18:18

Good to see that that resolution 9 (disapplication of pre-emption rights) failed.